Personal Financial Counselor, Pfc - Fort Worth. Tx

MagellanHealth

Fort Worth, TX, US
Base: $58,440 - $93,500; bonus/equity: not specifi...
Personal financial counseling services
Conducting financial education workshops
Virtual and electronic communication skills
This position provides personal financial counseling and management services directly to military service members and their families at assigned military installations

Job Summary

  • This position provides personal financial counseling and management services directly to military service members and their families at assigned military installations.
  • The role involves conducting one-on-one counseling, briefings, presentations, and coordinating a wide variety of Personal Financial Management classes and workshops.
  • Magellan offers a comprehensive benefits package and is proud to be an Equal Opportunity Employer and a Tobacco-free workplace.

Matching Summary

This position provides personal financial counseling and management services directly to military service members and their families at assigned military installations.

Salary

Base: $58,440 - $93,500; Bonus/Equity: Not specified; Benefits: Comprehensive benefits package including health, life, and voluntary perks

Skills & Requirements

Must-have

  • Personal financial counseling services
  • Conducting financial education workshops
  • Virtual and electronic communication skills
  • Coordination with military installation POCs
  • Management of duty to warn situations

Nice-to-have

  • Ability to develop informational financial materials
  • Participation in quality improvement committees
  • Experience with military lifecycle financial topics

Key Requirements

  • Bachelor's degree or equivalent experience
  • 3+ years financial counseling experience
  • U.S. citizenship required
  • Accredited Financial Counselor (AFC) or Certified Financial Planner (CFP) or Chartered Financial Consultant (ChFC)
  • Ability to obtain Tier 2 investigation clearance
  • Bilingual English and Spanish if required by contract

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter